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10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
| WA | RA | APPROVED | 2025-01-20 |
Branch Locations
10900 Ne 8Th Street 15Th Floor - Suite 1550, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scs | Bellevue | WA | 06/2024 | 09/2024 |
| Scs | Bellevue | WA | 09/2024 | Present |
| Scs | Bellevue | WA | 11/2024 | Present |
| Seattle Pacific University | Seattle | WA | 09/2020 | 06/2024 |
| Woodland Coffee | Seattle | WA | 06/2023 | 12/2023 |
| September Boutique | Seattle | WA | 06/2023 | 08/2023 |
| Hotel Ballard | Seattle | WA | 04/2022 | 05/2023 |
| Salt And Straw | Seattle | WA | 03/2022 | 07/2022 |
| Wendle Ford | Spokane | WA | 06/2021 | 08/2021 |
| Fun Unlimited | Spokane | WA | 06/2020 | 08/2020 |
| West Valley High School | Spokane | WA | 09/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-20 |
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